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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
Day & Ennis
3976
Day & Ennis
Georgia
USD 304 M +USD 14.8 M +5% 6.71% 15.2% 128 11.72% 3
Centric Wealth Management
3977
Centric Wealth Management
Illinois
USD 304 M +USD 32.3 M +12% 11.9% 55.3% 173 23.12% 1.5
SCP Investment
3978
SCP Investment
California
USD 304 M -USD 52.8 M -15% 10.5% 32.8% 41 65.85% 0.9
ARI
3979
Applied Research Investments
Delaware
USD 303 M +USD 3.05 M +1% 5.65% – 42 9.52% 1.1
Fairmount Funds Management
3980
Fairmount Funds Management
Pennsylvania
USD 303 M +USD 28.3 M +10% 7.49% 2,136% 21 9.52% 1.3
American National Registered Investment Advisor
3981
American National Registered Investment Advisor
Texas
USD 303 M +USD 26.6 M +10% 11% 95.8% 245 6.94% 5.2
Blume Capital Management
3982
Blume Capital Management
California
USD 303 M +USD 29.6 M +11% 8.91% 102% 324 12.35% 3.6
Eldridge Investment Advisors
3983
Eldridge Investment Advisors
New Hampshire
USD 303 M +USD 22.1 M +8% 6.96% 55% 136 17.65% 2.4
Mitchell McLeod Pugh & Williams
3984
Mitchell McLeod Pugh & Williams
Alabama
USD 303 M +USD 33.2 M +12% 12.2% 99.8% 232 6.9% 4.6
Peddock Capital Advisors
3985
Peddock Capital Advisors
Massachusetts
USD 303 M +USD 21.9 M +8% 11% 113% 146 6.16% 4.3
Blue Zone Wealth Advisors
3986
Blue Zone Wealth Advisors
California
USD 303 M +USD 14.1 M +5% 6.23% 91.1% 104 8.65% 1.2
MYCIO Wealth Partners
3987
MYCIO Wealth Partners
Pennsylvania
USD 303 M +USD 30.4 M +11% 9.97% 60.3% 45 8.89% 4
Texas Treasury Safekeeping Trust Company
3988
Texas Treasury Safekeeping Trust Company
Texas
USD 303 M -USD 8.99 M -3% 0.89% 48.4% 8 25% 1.9
Winch Advisory Services
3989
Winch Advisory Services
Wisconsin
USD 302 M +USD 15.6 M +5% 7.77% 92.4% 528 8.9% 3.1
Beacon Harbor Wealth Advisors
3990
Beacon Harbor Wealth Advisors
Virginia
USD 302 M +USD 19.9 M +7% 9.87% 150% 89 42.7% 1
Home Federal Bank of Tennessee
3991
Home Federal Bank of Tennessee
Tennessee
USD 302 M +USD 25.9 M +9% 10.3% 74% 74 5.41% 4.5
Benefit Street Partners
3992
Benefit Street Partners
New York
USD 302 M +USD 37.5 M +14% 5.81% – 49 18.37% 1.1
Roanoke Asset Management
3993
Roanoke Asset Management
New Jersey
USD 302 M +USD 20.2 M +7% 9.84% 50.3% 114 2.63% 4.9
JW Asset Management
3994
JW Asset Management
Florida
USD 302 M -USD 29.8 M -9% 3.73% 251% 9 22.22% 2.8
Farmers National Bank
3995
Farmers National Bank
Kentucky
USD 302 M +USD 50.7 M +20% 10.8% – 151 8.61% 4.7
Cornerstone Wealth Advisors
3996
Cornerstone Wealth Advisors
Minnesota
USD 301 M +USD 15.5 M +5% 3.62% 46.1% 41 4.88% 0.7
CHI Advisors
3997
CHI Advisors
New York
USD 301 M -USD 41.3 M -12% 2.31% 88.2% 20 5% 1.3
SimplyRich
3998
SimplyRich
California
USD 301 M +USD 26.4 M +10% 10.1% 105% 179 7.26% 2.1
Blue Owl Capital Holdings
3999
Blue Owl Capital Holdings
New York
USD 301 M – – 27.2% 118% 29 – 0
Meridian Investment Counsel
4000
Meridian Investment Counsel
California
USD 301 M +USD 25.2 M +9% 8% 116% 231 11.26% 4.6